Briana Marin
Phoenix,AZ
Summary
Detail-oriented professional skilled in resolving payment discrepancies and managing billing issues to ensure accurate financial records. Expertise in analyzing transactions and collaborating with teams to address complex inquiries while ensuring compliance with policies. Experienced in handling litigation requests and reviewing legal documents under tight deadlines, effectively managing sensitive information.
Overview
8
8
years of professional experience
Work History
Claims Analyst
Bank of America
Phoenix, Az
07.2024 - Current
- Resolve payment discrepancies and billing issues to maintain accurate financial records.
- Investigate and process credit card billing disputes, reviewing transaction details and supporting documentation to determine appropriate resolutions.
- Analyze payment histories, account activity, and transaction records to identify errors, discrepancies, and potential issues.
- Collaborate with internal teams and external parties to address and resolve complex payment and billing inquiries.
- Maintained documentation and adhered to policies and procedures while managing sensitive financial information.
Litigation Specialist II
Bank of America
Phoenix, AZ
09.2022 - 07.2024
- Managed litigation requests for Bank of America legal matters and case files.
- Reviewed subpoenas, discovery requests, and legal notices for banking records.
- Tracked litigation deadlines, filings, and response schedules in case systems.
- Applied bank policies to maintain compliance with legal hold requirements.
Personal Banker
Wells Fargo
Phoenix, AZ
09.2021 - 09.2022
- Assisted customers in setting up or closing accounts and completing loan applications to streamline their banking processes.
- Promoted financial products by leveraging in-depth service knowledge to enhance customer experience.
- Resolved customer issues and answered inquiries to support branch operations and improve service quality.
Lead Teller
Wells Fargo
Phoenix, AZ
07.2018 - 02.2021
- Trained new team members on effective responses to customer inquiries, improving team knowledge and service quality.
- Reviewed paperwork to identify discrepancies and resolved issues promptly, ensuring accuracy and compliance.
- Provided assistance to customers with their banking transactions and inquiries. with basic banking needs and transactions.
Education
High School Diploma -
Summit High School
Phoenix, AZSkills
- Financial analysis
- Analytical skills
- Attention to detail
- Computer proficiency
- Multitasking
- Adaptability
- Results-oriented
- Problem-solving abilities
Timeline
Claims Analyst
Bank of America
07.2024 - Current
Litigation Specialist II
Bank of America
09.2022 - 07.2024
Personal Banker
Wells Fargo
09.2021 - 09.2022
Lead Teller
Wells Fargo
07.2018 - 02.2021
High School Diploma -
Summit High School